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Client and Corporate Services
Valerie is a Senior Associate based in the San Francisco office where she is responsible for providing a diversified array of business support functions. In this role, she creates financial reports, manages accounts payable, oversees office facilities and administration and provides support for special projects. Valerie helps ensure that office resources are properly allocated and readily available to colleagues.
Prior to joining Cerity Partners, Valerie worked as an Office Supervisor at B|O|S, overseeing a variety of administrative and financial tasks and office-related activities. Before B|O|S, she was the Regional Business Administrator at Credit Suisse, where her responsibilities included facilities and project management, accounts payable, event planning, recruiting and human resources, compliance, and travel management.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Lenèe Dirzuweit, IACCP®
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Krissi Paczolt, CPA
Andrea Castillo Pena
Robert Schwagerl, CMT, CFTe
Marie C. Smith, CFP®
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